I've selected my search criteria in one of my customer objects. The result is a set of records containing specific data items that I need. This data is not available in the contact record. I need to export just this set of records and not my entire Customer Object universe. Is that functionality available? Any help is appreciated.

Insight. This requires the analyzer license. Custom Object Record values are not subject to the normal 24 hour delay that almost all other data is. At most there is a ~30 second delay between CDOs and Insight.

Ensure that the Custom Object Record and the fields from it you want are available in Insight. You want to include your unique field because the values are deduplicated in Insight otherwise. Build a report that includes the unique field and the field your value of interest is in. Filter on the column of interest and run the report. Export as desired.

No, when working with campaigns you can only work with contacts. What you can do is set up a form submit cloud connector where in the processing steps of the form used in there you can set it up to create/update custom object records.

You can still evaluate custom objects using a filter, only requirement here being that the custom object be mapped to the contact and the contact needs to pass through the evaluation step. You cannot evaluate custom object records that are not mapped to the contact you're working with.

I neglected to mention that it's not just one data field I need to export. There are several fields within each record that I need to see. For instance, I want to see the premium amount for my insurance customer along with their policy number.

Add in the "Email Address" into the first column (double-click if you're not sure)

Add in the other contact fields you want to include (may be "hidden" in the folders "Custom Text" or "Integration Fields" or "Custom Numeric")

Then go into the folder called "Custom Data Objects" and the folder named after the custom object you want to include

Include the fields from there you also want in the report

The result will be that you will have rows for contacts mapped to custom object records where you will see field values from both the contact and custom object record. Try not to include other things in the report such as campaign or email attributes. Keep it simple - just contact fields and custom object fields.